Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2022. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
46.5K+ 134.66% |
$5.66M - $6.51M
|
81K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46.2K+ 7.73% |
$5.63M - $6.47M
|
644K
$89.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
44.4KNew |
$5.41M - $6.22M
|
44.4K
$6.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
43.6K+ 959.94% |
$5.31M - $6.1M
|
48.1K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42.7KNew |
$5.2M - $5.98M
|
42.7K
$5.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
39.5K+ 6.38% |
$4.81M - $5.53M
|
658K
$91.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.1K+ 35.22% |
$4.76M - $5.47M
|
150K
$20.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
38.6KNew |
$4.7M - $5.4M
|
38.6K
$5.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
38.2K+ 687.64% |
$4.65M - $5.34M
|
43.7K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
37.5K+ 128.17% |
$4.57M - $5.25M
|
66.8K
$9.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
35.7K+ 27.69% |
$4.35M - $5M
|
165K
$23M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
35.6KNew |
$4.33M - $4.98M
|
35.6K
$4.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35.4KNew |
$4.31M - $4.96M
|
35.4K
$4.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
34.6KNew |
$4.21M - $4.84M
|
34.6K
$4.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
34.3KNew |
$4.18M - $4.8M
|
34.3K
$4.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34.1KNew |
$4.16M - $4.78M
|
34.1K
$4.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
34KNew |
$4.14M - $4.76M
|
34K
$4.75M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.3KNew |
$4.06M - $4.67M
|
33.3K
$4.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
33.3K+ 9.38% |
$4.06M - $4.66M
|
388K
$54.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.8K+ 26.02% |
$3.99M - $4.59M
|
159K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
32.7KNew |
$3.99M - $4.58M
|
32.7K
$4.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 8.33% |
$3.94M - $4.53M
|
420K
$58.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32.2K+ 3485.62% |
$3.93M - $4.52M
|
33.2K
$4.63M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
31.8KNew |
$3.87M - $4.45M
|
31.8K
$4.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.6K+ 19.95% |
$3.85M - $4.43M
|
190K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 3.65% |
$3.84M - $4.41M
|
894K
$125M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
31K+ 31.53% |
$3.78M - $4.35M
|
129K
$18.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
30.7KNew |
$3.74M - $4.31M
|
30.7K
$4.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
30.6KNew |
$3.73M - $4.28M
|
30.6K
$4.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.4K+ 190.15% |
$3.7M - $4.26M
|
46.4K
$6.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
30.2K+ 13.9% |
$3.69M - $4.24M
|
248K
$34.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
30KNew |
$3.66M - $4.2M
|
30K
$4.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
29.8KNew |
$3.63M - $4.18M
|
29.8K
$4.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
29.6KNew |
$3.6M - $4.14M
|
29.6K
$4.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29.4K+ 31.09% |
$3.58M - $4.12M
|
124K
$17.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
28.8K+ 168.73% |
$3.5M - $4.03M
|
45.8K
$6.39M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
28.3K+ 101.78% |
$3.45M - $3.97M
|
56.1K
$7.84M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
28.3K+ 75.78% |
$3.45M - $3.96M
|
65.6K
$9.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
28.1K+ 183.89% |
$3.43M - $3.94M
|
43.4K
$6.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
28.1K+ 316.4% |
$3.42M - $3.93M
|
36.9K
$5.16M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27.9KNew |
$3.39M - $3.9M
|
27.9K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27.8K+ 3.91% |
$3.39M - $3.9M
|
740K
$103M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
27.7KNew |
$3.38M - $3.89M
|
27.7K
$3.87M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
27.2KNew |
$3.32M - $3.81M
|
27.2K
$3.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
27.1K+ 67.03% |
$3.3M - $3.8M
|
67.6K
$9.43M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.8KNew |
$3.27M - $3.76M
|
26.8K
$3.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26.6K+ 587.26% |
$3.24M - $3.73M
|
31.1K
$4.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26.3KNew |
$3.2M - $3.68M
|
26.3K
$3.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
25.6KNew |
$3.12M - $3.59M
|
25.6K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
25.2KNew |
$3.07M - $3.54M
|
25.2K
$3.52M
|